See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,658 | $85,022-91.0% | $70,515-89.1% | $139,434-94.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.32% | 30.38%-16.1pp | 32.77%-18.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $609 | $3,909-84.4% | $2,973-79.5% | $4,751-87.2% |
| Participant deferral / active EE | $1,062 | $5,890-82.0% | $4,567-76.7% | $6,710-84.2% |
| Admin fee / account holder | $28 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |